Filed October 7, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,547 | $72,492+20.8% | $87,104+0.5% | $72,975+20.0% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 21.20% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $407 | $1,894-78.5% | $2,521-83.8% | $2,440-83.3% |
| Participant deferral / active EE | $4,645 | $3,270+42.1% | $4,048+14.7% | $3,608+28.8% |
| Admin fee / account holder | $8,342 | $5,055+65.0% | $7,491+11.4% | $5,124+62.8% |